Retirement Planning

Retirement Planning

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Retirement Planning

At AEGIS we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides not only a steady paycheck for life but a paycheck as well.

As part of The AEGIS Process, we'll help you create a retirement income plan that balances:

  • Daily Living Expenses
  • Budgeting for Luxuries & Quality of Life
  • Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
  • Factoring in Pensions Withdrawal Strategies
  • Factoring in both Expected & Unexpected Medical Expenses
  • Planning for the Unexpected and the Inevitable

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